Owens&Minor Investor Conference Presentation Deck slide image

Owens&Minor Investor Conference Presentation Deck

1 Favorable Trends Driving Robust Demand 11 Durable Medical Equipment Expenditures: Historic and Projected (CMS) ($bn)¹ 40 2010 42 2011 Aging population Rising incidence of chronic diseases Preference for in-home care 44 2012 Continued shift toward home healthcare Highly fragmented market CAGR 2010-2018: 4.3% 45 2013 47 2014 49 2015 51 2016 52 2017 55 2018 57 2019 55 2020 66 70 CAGR 2019E-2028E: 6.2% 74 78 83 88 2021E 2022E 2023E 2024E 2025E 2026E 2027E Improved technology has increased number of treatments administered at home ■Patients prefer the convenience of in-home care 93 U.S. population aged 65+ will grow substantially from 15.2% to 20.6% of the population between 2016 and 2030 98 Increasing obesity rates and historically high prevalence of smoking will drive diagnosis rates for a number of chronic conditions Certain chronic diseases currently under-diagnosed 2028E Home healthcare increasingly sought out as an attractive, cost-effective and clinically appropriate alternative to facility-based care Pandemic environment further emphasized the need for home healthcare as a low-risk setting Source: CMS, United States Census Bureau, Medicare Payment Advisory Commission, HME News, and Henry J. Kaiser Family Foundation 1 The latest projections were published in 2018 and are shown from 2021 through 2028. These projections do not take into account the impact of COVID-19 because of the timing of the report and the highly uncertain nature of the pandemic. 2019 and 2020 actual results were sourced from CMS. Between 2012 and 2018, the overall number of durable medical equipment, prosthetics, orthotics and supplies suppliers that bill Medicare more than $10mm annually fell from 73 to 57 The market remains highly fragmented and competitive Owens VI & Minor
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